Family Legacy Inc’s Novartis NVS Stock Holding History

Family Legacy Inc’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,250	Closed	-$374K	–	124
2024 Q3	$374K	Hold	3,250	–	–	0.12%	107
2024 Q2	$346K	Hold	3,250	–	–	0.12%	108
2024 Q1	$314K	Hold	3,250	–	–	0.11%	106
2023 Q4	$328K	Hold	3,250	–	–	0.13%	104
2023 Q3	$331K	Hold	3,250	–	–	0.14%	103
2023 Q2	$328K	Hold	3,250	–	–	0.13%	104
2023 Q1	$299K	Hold	3,250	–	–	0.13%	103
2022 Q4	$302K	Hold	3,250	–	–	0.13%	103
2022 Q3	$247K	Hold	3,250	–	–	0.12%	104
2022 Q2	$273K	Hold	3,250	–	–	0.13%	103
2022 Q1	$285K	Hold	3,250	–	–	0.12%	109
2021 Q4	$292K	Hold	3,250	–	–	0.12%	107
2021 Q3	$269K	Hold	3,250	–	–	0.12%	107
2021 Q2	$296K	Hold	3,250	–	–	0.13%	105
2021 Q1	$278K	Sell	3,250 -105	-3%	-$9.42K	0.13%	106
2020 Q4	$317K	Sell	3,355 -75	-2%	-$6.55K	0.16%	99
2020 Q3	$298K	Hold	3,430	–	–	0.17%	100
2020 Q2	$300K	Hold	3,430	–	–	0.18%	104
2020 Q1	$283K	Sell	3,430 -90	-3%	-$8.03K	0.2%	96
2019 Q4	$333K	Hold	3,520	–	–	0.19%	104
2019 Q3	$306K	Hold	3,520	–	–	0.19%	103
2019 Q2	$321K	Sell	3,520 -408	-10%	-$34.5K	0.25%	92
2019 Q1	$334K	Hold	3,928	–	–	0.27%	91
2018 Q4	$302K	Sell	3,928 -112	-3%	-$8.72K	0.27%	88
2018 Q3	$312K	Hold	4,040	–	–	0.25%	90
2018 Q2	$273K	Hold	4,040	–	–	0.24%	93
2018 Q1	$293K	Sell	4,040 -22	-0.5%	-$1.68K	0.27%	85
2017 Q4	$306K	Buy	4,062 +435	+12%	+$32.8K	0.28%	83
2017 Q3	$279K	Sell	3,627 -1,216	-25%	-$91.8K	0.71%	37
2017 Q2	$362K	Sell	4,843 -34	-0.7%	-$2.41K	0.36%	72
2017 Q1	$325K	Buy	+4,877	New	+$325K	0.34%	75

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Family Legacy Inc's NVS Position: Q4 2024 in Review

Family Legacy Inc sold out of Novartis (NVS) in Q4 2024, closing a stake of 3,250 shares — an estimated $374K sold.

Family Legacy Inc first reported a position in NVS in Q1 2017 and held it in 31 quarters. The position peaked at $374K in Q3 2024. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

Family Legacy Inc reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
Family Legacy Inc sold 3,250 Novartis shares in Q4 2024, an estimated $374K.
Family Legacy Inc first reported a position in Novartis in Q1 2017 and held it in 31 quarters.
Family Legacy Inc's Novartis position peaked at $374K in Q3 2024.
1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Family Legacy Inc's 13F filing for Q4 2024, filed 12 Feb 2025.